Experts in implementation of order management (OMS) and investment management (IMS) including portfolio management, trading, compliance, middle and back office. Specialize in CRD, Longview, MacGregor and Latent Zero.
Experts in implementing compliance systems, including guideline interpretation, rule writing and testing. Experts in data for 1940 act tests, including 2a7. Experienced with Charles River (CRIMS), Sentinel, Longview’s LDC, Bloomberg and BlackRock.